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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,333 | $51,631-16.1% | $129,397-66.5% | $80,925-46.5% |
| Participation rate | 75.0% | 56.9%+18.1pp | 69.6%+5.4pp | 67.7%+7.3pp |
| Annual return | 13.73% | 20.77%-7.0pp | 9453.98%-9440.2pp | 35.65%-21.9pp |
| Employer contribution / active EE | $2,419 | $1,583+52.8% | $4,154-41.8% | $2,756-12.2% |
| Participant deferral / active EE | $3,089 | $2,670+15.7% | $4,167-25.9% | $4,299-28.2% |
| Admin fee / account holder | $486 | $4,309-88.7% | $7,679-93.7% | $6,940-93.0% |